Job description
Role Overview
Director, Wealth Sales at Mashreq, responsible for leading the wealth management sales function for Treasury products and driving penetration of investment and structured solutions across affluent and high-net-worth segments.
Role Purpose
Lead the wealth management sales function for Treasury products, driving penetration of investment and structured solutions across affluent and high-net-worth segments in collaboration with Relationship Managers.
Key Responsibilities
Sales Strategy & Product Management
- Define and implement sales strategies for products such as structured deposits, FX-linked investments, and fixed-income notes.
Team Leadership
- Manage and coach Wealth Sales specialists supporting Relationship Managers.
Cross-Functional Collaboration
- Coordinate with product, trading, and marketing teams on campaigns and pricing.
Compliance & Risk Management
- Ensure adherence to suitability, product-governance, and conduct-risk requirements.
Performance Monitoring
- Monitor sales performance, client satisfaction, and portfolio outcomes.
Qualifications & Experience
- 12+ years' experience in wealth or investment product sales.
- Degree in Finance, Business, or related field.
Skills & Competencies
- Deep understanding of structured and investment products for retail and wealth clients.
- Strong leadership and coaching skills.